DOSSIER · 13F-HR · Q2 2026

Investment Advisory Services Group LLC

$137M in tracked AUM across 37 positions as of Q2 2026.

IA
CIK 0002099157 · last filed Jun 30, 2026
Total AUM
$137M
as of Q2 2026
Holdings
37
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Investment Advisory Services Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$27M37K20.1%
02
FBND
FIDELITY MERRIMACK STR TR
$23M504K16.8%
03
JPST
J P MORGAN EXCHANGE TRADED F
$11M219K8.1%
04
CGDV
CAPITAL GROUP DIVIDEND VALUE
$8M167K6.0%
05
FDVV
FIDELITY COVINGTON TRUST
$8M134K5.9%
06
IXUS
ISHARES TR
$8M81K5.7%
07
QQQM
INVESCO EXCH TRADED FD TR II
$7M24K5.3%
08
FTEC
FIDELITY COVINGTON TRUST
$6M21K4.3%
09
JEPI
J P MORGAN EXCHANGE TRADED F
$4M69K2.9%
10
VTI
VANGUARD INDEX FDS
$4M10K2.8%

Filing history

2026Q2Jun 30
$137M 18.9%
37 positionsView →
2026Q1Mar 31
$115M 2.0%
29 positionsView →
2025Q4Dec 31
$113M
31 positionsView →